Applying Markup to a Batch of Items
Sometimes items may be sent for approval as a batch. Batches usually consist of one or more similar items that are loaded into the system at the same time. These items are usually quite similar in their design, and may have minute differences such as size, orientation, etc. Batching items can save time, because you can apply your feedback in bulk on these items too. When you receive items as a batch, you’ll notice slight differences on your approval request screen. These subtle differences include:
- the ability to toggle between items in your batch;
- the ability to batch apply comments across items;
- batch approve items under the approve button; and
- batch reject items under the changes button;
You can access your batch approvals from your Recent Activity, from the Approvals menu or from your emails.
Once you have accessed your approval request, you can review all the items in a batch one-by-one or in a group.
Items sent to you as a batch also have the added functionality of the toggle. You can use the arrows at the top right hand side of your screen to toggle between the different items that have been sent to you as a batch.
Or you can click the batch button to view a summary of the items altogether.
Applying Mark Up to a Batch of Approval Items
Sometimes you may need to highlight issues that affect more than one of the items in a batch.Rather than making the changes one by one, you can add mark-up to a batch of approval requests instead.
Start by adding your feedback to one of the items using the mark-up tools. Once you’ve made a comment on one item, it will show on the side panel on the right hand side of the page. To apply this comment to multiple approvals, click the Batch Response button. It’s found on the comment you just made.
Then you’ll be prompted to select the item(s) in the batch that you would like to apply the comments to. Use the checkboxes to make your selections. Once you’ve made your selections, click Apply to Batch.
Whenever a comment is applied to a batch, you'll see a message that indicates the comment has been made across multiple items. You can click the Spectacles icon to review where your batched comment was made.
Viewing a Batched Comment in Context
You may want to preview your batched comments in context for each item. To do so, use the arrows to locate your item in the batch. The markup will be shown on the right hand side of your screen under the Approval Info tab.
Approve or Request Changes to One Item in a Batch
Once you're ready to submit your comments, you can click Approve or Request Changes. When items are sent to you as a batch, a new window will pop up. If you'd like to submit your changes for the current item only, click Submit.
Otherwise, you may opt to view and approve multiple items at the same time in a Batch View. Click View Batch to head to the Batch View instead.
Batch Approving Items in an Approval
From the approval screen, you can also access the Batch View in the top right hand corner, where you'll see a Batch button.
When you click Batch, admation will show you a list of all the items that were sent to you in this batch together. From this screen, you can use the checkboxes to select the item(s) you would like to approve or request changes on.
Then click Batch Approve or Batch Changes.
If You're Reviewing Batched Items With Checklists
In admation 3.93, we introduced batch checklists for items sent together in an approval!
Where items are sent as a batch with reviewer's checklists attached, you'll need to complete the checklist(s) for each file before approving work. When a checklist is completed, it will show as a green tick .
A checklist will show an orange exclamation mark where it needs to be completed , and you won't be able to approve the work. Instead, you'll need to click Show Approval Checklist on the right hand side of the screen.
From here, you can complete the one checklist, and apply your answers across the batch of selected items. Your responses will apply to all selected items.
Admation will highlight the items your responses apply to in blue. You may also use Notes to provide more information on your responses.
Once your checklists are filled to standard, click Complete. This will complete your checklist. You'll then be able to approve your selected items in the top left hand corner of the screen.
When you have sent your submission, the Approve and Changes button will be greyed out on your screen, indicating that no further action is required. You will also see the status of each of your assets on the resulting screen.
Click Exit to leave this screen once you're ready, or check out this quick 1-minute video for more information on filling out batch checklists!